+51.8%
TMUS vs MRNA
-3.2%
+55.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.7% |
| 7D | +4.9% | -12.1% | +17.0% | +4.8% |
| 30D | +7.7% | -1.3% | +9.0% | +7.7% |
| 3M | -6.8% | +250.9% | -257.7% | -6.4% |
| 6M | -9.7% | +343.0% | -352.7% | -9.3% |
| YTD | -15.0% | +657.4% | -672.4% | -15.3% |
| 1Y | -19.1% | +794.9% | -814.0% | -19.8% |
| 3Y | +21.4% | +218.1% | -196.7% | +21.0% |
| All | +51.8% | -3.2% | +55.0% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MRNA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling